All Articles

Retirement

• What Is an Annuity?
• 9 Facts About Retirement
• The Cost of Procrastination
• Traditional vs. Roth IRA
• Split Annuity Strategy
• Where Will Your Retirement Money Come From?
• Immediate vs. Deferred Annuities
• What Is a Roth 401(k)?
• Catch-Up Contributions
• A Bucket Plan to Go with Your Bucket List
• Choosing a Retirement Plan that Fits Your Business
• Is a SEP-IRA Right for Your Business?
• Orchestrating Your Retirement Accounts
• Inflation - Back to the Future
• Money that Buys Good Health is Never Ill Spent
• Certain Uncertainties in Retirement
• Thinking of Retiring Abroad?
• Volunteering in Retirement
• Is a Variable Annuity Right for Me?
• Three Key Questions to Answer Before Taking Social Security
• Eight Mistakes That Can Upend Your Retirement
• Does Your Portfolio Fit Your Retirement Lifestyle?
• What's New for Social Security?
• Retirement Traps to Avoid
• The Pre-Retirement Checklist
• 5 Benefits of Working in Retirement
• The SECURE Act
• Women on the Rise
• How Women Can Prepare For Retirement
• Retirement Realities

Estate

• Critical Estate Documents
• Estate Management Checklist
• And the Executor Is
• Put It in a Letter
• Will Power
• A Brief History of Estate Taxes
• Trends in Charitable Giving
• Problems with Probate
• Succeeding at Business Succession
• What is the Value of Your Business?
• Choosing a Business Structure
• Understanding the Alternate Valuation Date
• 4 Steps to Protecting a Child with Disabilities
• A Primer on Irrevocable Life Insurance Trusts
• A Living Trust Primer
• Tips for Finding Care for Your Disabled Child
• Revising Estate Strategy Assumptions
• Yours, Mine and Ours: Estate Strategies for Second Marriages
• Four Reasons Millennials Need an Estate Strategy
• Four Steps to Valuing an Estate
• When Heirs are Imperfect
• Test Your Estate Strategy Knowledge
• Why Everyone Needs an Estate Strategy

Investment

• The Business Cycle
• A Look at Diversification
• Inflation & Your Money
• Mutual Funds vs. ETFs
• TIPS for Inflation
• Types of Stock Market Analysis
• Best-Performing Asset Classes
• How Stocks Work
• A Decision Not Made Is Still a Decision
• Global vs. International: What’s The Difference?
• The Great Debate Continues: Active vs. Passive
• All Muni Bonds Are Not Created Equal
• A Taxing Story: Capital Gains and Losses
• The ABCs of Zero Coupon Bonds
• The Ivory Tower Changes Wall Street
• Earnings for All Seasons
• Investing with Your Heart
• The Anatomy of an Index
• The Utility of Sector Investing
• The Investment Risk No One’s Ever Heard Of
• Alternative Investments - Going Mainstream
• Don’t Be Your Own Worst Enemy
• Investment Challenges of the Affluent Investor
• Four Really Good Reasons to Invest
• How Financial Professionals Are Compensated
• What’s Your Investment IQ?
• You Would Rather Be...
• 4 Reasons for the Return of Market Volatility
• How to Invest in LGBTQ+ Friendly Companies
• Pullbacks, Corrections, and Bear Markets

Insurance

• Assess Life Insurance Needs
• A Look at Whole Life Insurance
• Is Term Life Insurance for You?
• Keep Your Umbrella Handy
• Disability and Your Finances
• Protecting Your Business from the Loss of a Key Person
• Can Group, Private Disability Policies Work Together?
• Planning for the Expected
• Understanding the Basics of Medigap Policies
• What You Should Do About Insurance Following a Divorce
• When to Self-Insure
• When Does Your Personal Car Become a Commercial Vehicle?
• The ABC’s of Auto Insurance
• Understanding Homeowner’s Insurance
• Insuring Your Business Against Cyber Liability
• Protecting Your Home Against Flood Loss
• A Brief Guide To Condo Insurance
• Making Sense Of A Home Warranty
• Buying Auto Insurance For Teen Drivers
• Retiree Health Care Coverage Overseas
• The Value of Insuring Against Life’s Risks
• Insurance Needs Assessment: When You're Newly Married
• Insurance Needs Assessment: When You're Young and Single
• Insurance Needs Assessment: Married With Children
• Insurance Needs Assessment: For Empty Nesters and Retirees
• Protection Against Uninsured Drivers
• The Most Overlooked Item of Any Home Improvement
• When Life Insurance Becomes Taxable
• Social Media: #NewestBusinessLiabilityRisk
• Keeping Summer Safe: Pool and Spa Safety Tips
• Insuring Your Second Home
• Directors and Officers Liability Insurance
• Inventorying Your Possessions
• Fallen Tree Damage—Who Pays?
• Gun Ownership and Your Homeowners Policy
• Does Your Credit Score Affect Your Insurance Rates?
• Errors and Omissions Insurance
• How Insurance Deductibles Work
• Test Your Life Insurance Knowledge
• Teen Drinking and Your Liability
• Gap Insurance for Leased Cars
• Dog Bites Neighbor. Now What?
• Silver Sneakers 101
• Medicare Advantage 101
• The Cost of Medical Care
• The A, B, C, & D of Medicare

Tax

• Understanding Marginal Income Tax Brackets
• How Income Taxes Work
• Do You Owe The AMT?
• How to Make the Tax Code Work for You
• “Dirty Dozen” Tax Scams to Watch For
• Six Most Overlooked Tax Deductions
• You May Need to Make Estimated Tax Payments If…
• Tax Rules When Selling Your Home
• Filing Final Tax Returns for the Deceased
• What the New Tax Bill Means for You
• Tax Reform: Before and After

Money

• Spotting Credit Trouble
• How Does Your Credit Score Compare?
• Life and Death of a Twenty Dollar Bill
• Pay Yourself First
• Buying vs. Leasing a Car
• Your Emergency Fund: How Much Is Enough?
• Budget Check Up: Tax Time Is the Right Time
• What to Look for in Personal Finance Apps
• Password Protection Strategies
• A Penny Saved is Two Pennies Earned
• The Economic Journey of Your Morning Coffee
• Countering Counterfeit Currency
• Weighing the Benefits of Prepaid Debit Cards
• The Half Million Dollar Baby
• The Lowdown on Those Free Credit Scores
• Strategies For Managing Student Loan Debt
• Budgeting After a Divorce
• The History of Currency
• How Big is Money?
• The Five Basics of Financial Literacy
• How to Read Your Credit Report
• Data Thieves from Outer Space
• Year-End Charitable Gifting and You

Lifestyle

• Fixed or Variable Mortgage, Which Should You Pick?
• To Catch a Thief
• A House Divided
• Countdown to College
• Crowdfunding—Capital for the 21st Century
• Prevent a Rift: Money Tips for Newlyweds
• Personal Finance Tips for Military Families
• A Cheat Sheet for Sending Your Kid to College
• The Financial Literacy Crisis
• Saving on Fitness Center Membership Costs
• Stop Wasting Money
• Please Leave Home Without It
• Changing Unhealthy Behaviors
• Debt Stress
• Avoiding Cognitive Decline
• Raising Healthy Children
• Good Health is Good Business
• Money Draining Food Myths
• Building Your Legacy
• Creative Ways to Motivate Your Employees
• Keeping Good Records is Good Business
• Mastering Mobile Lingo
• Four Great, Unexpected Places to Raise a Family
• New Trends Redefine Travel
• Travel, Without the Baggage
• 5 Things That Seasoned Travelers Are Doing (That You're Not)
• Financial Aid for Students 101
• The Three Keys to a Great Password
• Pickleball in Retirement

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.